Configure and Activate Your Lead Nurturing Agent

Learning Objectives

After completing this unit, you’ll be able to:

• Build a new agent.
  
• Test the agent’s responses.
  

Introduction

In the previous unit, you set up the system to support building and maintaining your agent. Now let’s set up the agent.

Build a New Sales Agent

The guided setup experience of Salesforce Go streamlines the creation, testing, and activation of your agent. Follow along to set up your Lead Nurturing agent.

1. In the Lead Nurturing setup area, next to Build and Manage Agent, click Go .
   

2. This opens the guided setup experience. Click Let’s Get Started.
   

[alt text: Build a new Sales Agent screen of the Agentforce Builder Setup wizard.

3. Click the Lead Nurturing template.
   
4. Click Continue.
   

Getting Started

Follow the steps to set up your agent’s key details.

1. On the Getting Started page, the User Record field is prefilled with the agent user you created earlier. If you created multiple agent users, all of them will be listed here, allowing you to choose the one you want. Enter these details:
   
   • Agent Name: Lead Nurturing
   • Company Name: Welo
   • For Description, paste the following:
     

Welo is a premier provider of IT solutions and services, specializing in cutting-edge hardware and comprehensive services for managing data centers.

5. Click Save and Continue.
   

Configure the Email Settings

Your agent sends an initial outreach email to each prospect and follows up with timely nudges if there is no reply. In Email Settings, you set up the core messaging by adding a primary value proposition, proof points, nudge settings, and message tone. Here’s how.

1. For Primary Value Proposition, paste the following:
   

Welo offers top-tier IT solutions and services, specializing in hardware and services for managing data centers. Our commitment to excellence and innovation ensures we deliver unparalleled services that empower businesses to thrive and innovate.

2. For Key Achievements, the following:
   

Customer Satisfaction Rate: Welo boasts a 95% customer satisfaction rate, reflecting our commitment to delivering exceptional solutions.
Transforming Retail Operations: Partnered with a major retail chain to implement a custom CRM solution, resulting in a 30% increase in sales and a 25% improvement in customer retention.
Streamlining Healthcare Services: Collaborated with a healthcare provider to develop an integrated patient management system, reducing administrative costs by 20% and improving patient satisfaction scores by 15%.

3. Leave the nudge and additional settings as they are. You’re now ready to test the agent’s initial outreach email.
   
4. In the Preview Email section, click the Search Recipients field and look for Sandra Eberhard.
   
5. Click Generate Preview.. You can now see the response grounded in the lead’s account name and the information you provided. This preview lets you review the responses before moving on to the next step in the guided experience.
   
6. Click Continue.
   

Test Agent Responses

With the initial outreach email set up and tested, it’s time to configure your agent’s responses to customer replies and queries. In this step of the guided setup, you have the option to create a data library and add data sources. Since you set up the data library earlier, let’s use that.

1. Click the Data Library dropdown and select Welo Customer Policies Library.
   
2. In the Preview Email section, click the Search Recipients field and look for Andy Young.
   
3. Paste this sample customer question to see how your agent responds:
   

How do companies usually handle data backup?

4. Click .
   
5. After you review the response, click Continue.
   

Because you selected a web data source, your agent searches the web and responds to the sample question. In the same way, you can use a file data source to upload your company’s return policies and product data and equip your agent to answer refund or product-related queries all from one place. Note that Content files added as data sources may take up to 24 hours to appear in agent responses.

Assign Prospects to Your Agent

In the Assign Prospects step, you automate the assignment of prospects to your agent, making it easier to manage outreach and follow-ups.

As a leading provider of IT solutions and data center services, you’re targeting the financial services industry, where demand for secure and scalable infrastructure is especially high. You’re also focusing on prospects who have already demonstrated buying intent, such as engaging with demos or requesting pricing. Here, you can automate the assignment of these qualified prospects to this agent based on your specific criteria. Follow the steps below to set this up:

1. Under Assign Prospects, toggle the Leads button on.
   
2. Under Assign Lead to Agent When, check Lead is created or updated.
   
3. Open the Take Action When dropdown and select Custom Logic (AND, OR, NOT).
   
4. Click + Add Condition three times to create three condition rows.
   
5. Configure the condition rows as follows:
   
   • Row 1: Field = Industry; Operator = Equal; Value = Finance
     
   • Row 2: Field = Rating; Operator = Equal; Value = Warm
     
   • Row 3: Field = Rating; Operator = Equal; Value = Hot
     
6. Set the custom logic expression to 1 AND (2 OR 3)
7. Click Save, then click Continue.
   

Review and Activate the Agent

The final step is to review all your configurations and test how your agent handles initial outreach, sends nudges, and responds to customer queries. You can do this in the Preview Email section. Once you’re happy with everything, click Activate Agent to launch your agent.

Wrap Up!

And that’s a wrap! You’ve built your agent, set up its outreach and nudges, connected it to your data library, and even tested how it handles real customer questions. With everything configured, your agent is ready to take the wheel and help you engage prospects smarter, faster, and more effectively. Time to sit back and let your new digital teammate get to work.